Motilal Oswal MF Large Cap Fund 728x90

STP with Annual Increase

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STP - Transferor Scheme : Mirae Asset Liquid Gr

Total Initial Investment Amount STP Period No of Installments Total Amount Transferred Total No. Units Remaining Value as on Sun Apr 20 00:00:00 IST 2025 Current Value as on Sun Apr 20 00:00:00 IST 2025 Profit Returns (%)
1000000.0 19-04-2016 to 19-04-2025 55 390000.0 487.58656539701695 1318942.9669318388 1318942.97 708942.97 6.21

STP - Transferee Scheme : Mirae Asset Large Cap Gr

STP Period No of Installments Total Amount Invested Total No. Units Accumulated Value as on Thu Apr 17 00:00:00 IST 2025 Current Value as on Thu Apr 17 00:00:00 IST 2025 Profit Returns (%)
19-04-2016 to 19-04-2025 55 390000.0 56.4312855046838 1324942.97 6000.0 -384000.0 0

STP - Total Returns:

Total Investment Amount Total Current Value Total Profit Total Returns (%)
1000000.0 1324942.97 324942.97 2.85

Mirae Asset Liquid Gr

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
19-04-2015 1484.2204 673.7543831091393 673.7543831091393 1000000.0 1000000.0 0 0 1000000.0
19-04-2016 1596.5305 3.75814931189852 669.9962337972408 -6000.0 994000.0 422.08 366 1069669.4221424258
19-06-2016 1615.792 3.713349242971868 666.282884554269 -6000.0 988000.0 488.57 427 1076574.5545997114
19-08-2016 1634.7547 3.67027542419667 662.6126091300723 -6000.0 982000.0 552.5 488 1083209.0770546487
19-10-2016 1652.7128 3.630394827219829 658.9822143028525 -6000.0 976000.0 611.69 549 1089108.3405506674
19-12-2016 1670.3921 3.591971010878224 655.3902432919743 -6000.0 970000.0 668.72 610 1094758.6848119919
19-02-2017 1688.2716 3.553930540559943 651.8363127514144 -6000.0 964000.0 725.18 672 1100476.7346669307
19-04-2017 1705.8225 3.517364790299108 648.3189479611153 -6000.0 958000.0 779.46 731 1105917.0486083997
19-06-2017 1724.2188 3.4798367817355893 644.8391111793798 -6000.0 952000.0 835.16 792 1111843.718470777
20-08-2017 1743.4025 3.4415460572070997 641.3975651221726 -6000.0 946000.0 891.99 854 1118214.1185279086
22-10-2017 1762.7239 3.4038229129360533 637.9937422092365 -6000.0 940000.0 947.98 917 1124606.81744266
19-12-2017 1780.6036 3.369643866832573 634.624098342404 -6000.0 934000.0 998.71 975 1130013.9541552383
19-02-2018 1800.4237 3.332548888353336 631.2915494540506 -6000.0 928000.0 1,053.76 1,037 1136592.267246795
19-04-2018 1821.2743 3.623836343597447 627.6677131104532 -6600.0 921400.0 1,221.43 1,096 1143155.0748278415
19-06-2018 1842.8002 3.5815060145966995 624.0862070958565 -6600.0 914800.0 1,284.26 1,157 1150066.1872534857
19-08-2018 1865.185 3.5385229883362777 620.5476841075202 -6600.0 908200.0 1,348.05 1,218 1157436.232182085
19-10-2018 1887.4919 3.4967037474438962 617.0509803600763 -6600.0 901600.0 1,410.12 1,279 1164678.7273167032
19-12-2018 1911.0733 3.4535567003107626 613.5974236597656 -6600.0 895000.0 1,474.16 1,340 1172629.6533049664
19-02-2019 1934.1758 3.412306161621917 610.1851174981437 -6600.0 888400.0 1,535.39 1,402 1180205.287785066
21-04-2019 1958.2786 3.370306962451614 606.814810535692 -6600.0 881800.0 1,597.72 1,463 1188312.4576351002
19-06-2019 1980.4488 3.3325779489982272 603.4822325866937 -6600.0 875200.0 1,653.72 1,522 1195165.6633476384
19-08-2019 2001.6814 3.297228020403247 600.1850045662904 -6600.0 868600.0 1,706.19 1,583 1201379.1601992587
21-10-2019 2021.2235 3.2653489334554044 596.9196556328351 -6600.0 862000.0 1,753.5 1,646 1206508.0355769936
19-12-2019 2038.0602 3.2383734297936835 593.6812822030414 -6600.0 855400.0 1,793.54 1,705 1209958.1927429868
19-02-2020 2055.9307 3.210224936083692 590.4710572669577 -6600.0 848800.0 1,835.32 1,767 1213967.5740965963
19-04-2020 2075.5428 3.468972068415067 587.0020851985427 -7200.0 841600.0 2,051.28 1,827 1218347.951518822
19-06-2020 2090.5166 3.444124768011888 583.5579604305308 -7200.0 834400.0 2,088.16 1,888 1219937.6033421678
19-08-2020 2102.093 3.4251576880756467 580.1328027424552 -7200.0 827200.0 2,116.31 1,949 1219493.1037152957
19-10-2020 2113.6815 3.4063788702318676 576.7264238722233 -7200.0 820000.0 2,144.18 2,010 1219015.9726998769
20-12-2020 2124.7819 3.388583082338945 573.3378407898844 -7200.0 812800.0 2,170.6 2,072 1218217.866695428
21-02-2021 2136.4987 3.369999710273636 569.9678410796107 -7200.0 805600.0 2,198.18 2,135 1217735.551508395
19-04-2021 2147.3779 3.3529263759303847 566.6149147036804 -7200.0 798400.0 2,223.52 2,192 1216736.3456450682
20-06-2021 2159.1206 3.33469098483892 563.2802237188414 -7200.0 791200.0 2,250.58 2,254 1216189.934603959
19-08-2021 2171.2261 3.316098678069502 559.9641250407719 -7200.0 784000.0 2,278.18 2,314 1215808.7233521875
19-10-2021 2182.4677 3.2990178961182335 556.6651071446537 -7200.0 776800.0 2,303.53 2,375 1214903.616060246
19-12-2021 2194.6187 3.280752141590701 553.384355003063 -7200.0 769600.0 2,330.64 2,436 1214467.6537771604
20-02-2022 2207.772 3.2612063202178487 550.1231486828451 -7200.0 762400.0 2,359.65 2,499 1214546.4842138223
19-04-2022 2220.5301 3.512674743747 546.6104739390981 -7800.0 754600.0 2,586.42 2,557 1213765.010357033
19-06-2022 2235.1982 3.489623425788371 543.1208505133097 -7800.0 746800.0 2,620.63 2,618 1213982.747449819
19-08-2022 2253.7227 3.4609404253682143 539.6599100879415 -7800.0 739000.0 2,663.2 2,679 1216243.7896451526
19-10-2022 2273.9542 3.4301482413322133 536.2297618466093 -7800.0 731200.0 2,708.9 2,740 1219361.919116097
19-12-2022 2297.9504 3.3943291378264733 532.8354327087828 -7800.0 723400.0 2,762.07 2,801 1224429.3957273206
19-02-2023 2323.4033 3.3571442375071086 529.4782884712757 -7800.0 715600.0 2,817.26 2,863 1230191.6027125139
19-04-2023 2350.515 3.318421707583232 526.1598667636925 -7800.0 707800.0 2,874.73 2,922 1236746.6592260606
19-06-2023 2377.0328 3.281401922598628 522.8784648410939 -7800.0 700000.0 2,929.68 2,983 1242899.2613409269
20-08-2023 2403.9738 3.24462770767302 519.6338371334209 -7800.0 692200.0 2,984.26 3,045 1249186.130062211
19-10-2023 2430.8922 3.2086984359076065 516.4251386975133 -7800.0 684400.0 3,037.58 3,105 1255373.841543703
19-12-2023 2458.6043 3.1725316676620148 513.2526070298512 -7800.0 676600.0 3,091.26 3,166 1261885.0666298023
19-02-2024 2489.0549 3.133719549536653 510.1188874803146 -7800.0 668800.0 3,148.87 3,228 1269713.9164654256
19-04-2024 2520.9601 3.3320638434539287 506.7868236368607 -8400.0 660400.0 3,454.48 3,288 1277589.3615942625
19-06-2024 2549.9589 3.2941707413401837 503.4926528955205 -8400.0 652000.0 3,510.72 3,349 1283885.5713355434
19-08-2024 2579.7984 3.2560683811572253 500.2365845143633 -8400.0 643600.0 3,567.28 3,410 1290509.5403516192
19-10-2024 2610.1428 3.218214727562032 497.01836978680126 -8400.0 635200.0 3,623.46 3,471 1297288.919366757
19-12-2024 2639.6812 3.1822024568724436 493.8361673299288 -8400.0 626800.0 3,676.91 3,532 1303570.0467808673
19-02-2025 2671.5079 3.144291656408727 490.6918756735201 -8400.0 618400.0 3,733.18 3,594 1310887.2223276268
20-04-2025 2705.0437 3.1053102765031113 487.58656539701695 -8400.0 610000.0 3,791.04 3,654 1318942.9669318388

Mirae Asset Large Cap Gr

Nav Date Nav Units Cumulative Units Cash Flow Amount Current Value
20-04-2016 31.96 187.73466833541926 187.73466833541926 6000.0 6000.0 6000.0
20-06-2016 33.544 178.8695444788934 366.60421281431263 6000.0 12000.0 12297.371714643301
19-08-2016 36.435 164.67682173734045 531.2810345516531 6000.0 18000.0 19357.22449388948
19-10-2016 37.28 160.94420600858368 692.2252405602368 6000.0 24000.0 25806.156968085626
19-12-2016 34.662 173.10022503029253 865.3254655905293 6000.0 30000.0 29993.91128829893
20-02-2017 38.54 155.68240788790868 1021.007873478438 6000.0 36000.0 39349.643443859
19-04-2017 39.995 150.018752344043 1171.026625822481 6000.0 42000.0 46835.209899770125
19-06-2017 42.673 140.60412907459047 1311.6307548970715 6000.0 48000.0 55971.219203722736
21-08-2017 43.562 137.73472292364906 1449.3654778207206 6000.0 54000.0 63137.25894482622
23-10-2017 45.894 130.73604392731076 1580.1015217480312 6000.0 60000.0 72517.17923910414
19-12-2017 47.956 125.11468846442571 1705.2162102124569 6000.0 66000.0 81775.34857694859
19-02-2018 46.357 129.4302910024376 1834.6465012148944 6000.0 72000.0 85048.70785681886
19-04-2018 46.779 141.08895016994805 1975.7354513848425 6600.0 78600.0 92422.92868033155
19-06-2018 46.714 141.28526779980305 2117.0207191846457 6600.0 85200.0 98894.50587599154
20-08-2018 50.329 131.13711776510561 2248.1578369497515 6600.0 91800.0 113147.53577584405
19-10-2018 45.515 145.00714050313084 2393.1649774528823 6600.0 98400.0 108924.90394876794
19-12-2018 48.674 135.59600608127542 2528.7609835341577 6600.0 105000.0 123084.9121125416
19-02-2019 46.498 141.94158888554347 2670.702572419701 6600.0 111600.0 124182.32821237126
22-04-2019 50.843 129.81138013099147 2800.5139525506925 6600.0 118200.0 142386.53088953486
19-06-2019 51.187 128.93898841502727 2929.45294096572 6600.0 124800.0 149949.9076892123
19-08-2019 49.097 134.42776544391714 3063.880706409637 6600.0 131400.0 150427.35104259395
22-10-2019 51.539 128.05836356933585 3191.939069978973 6600.0 138000.0 164509.3477276463
19-12-2019 54.372 121.38600750386229 3313.3250774828352 6600.0 144600.0 180152.11111289673
19-02-2020 54.253 121.65225886126113 3434.9773363440963 6600.0 151200.0 186357.82542867627
20-04-2020 42.428 169.69925520882438 3604.676591552921 7200.0 158400.0 152939.21842640731
19-06-2020 45.913 156.81833032038858 3761.4949218733095 7200.0 165600.0 172701.51634796924
19-08-2020 52.008 138.4402399630826 3899.935161836392 7200.0 172800.0 202827.8278967871
19-10-2020 53.429 134.75827734002132 4034.6934391764134 7200.0 180000.0 215569.6357617566
21-12-2020 58.896 122.24938875305624 4156.94282792947 7200.0 187200.0 244827.30479373405
19-02-2021 66.683 107.97354648111212 4264.916374410582 7200.0 194400.0 284397.41859482083
19-04-2021 63.863 112.74133692435369 4377.657711334936 7200.0 201600.0 279570.354418983
21-06-2021 70.61 101.96855969409432 4479.62627102903 7200.0 208800.0 316306.41099735984
20-08-2021 73.981 97.32228545167003 4576.9485564807 7200.0 216000.0 338607.23115699866
19-10-2021 83.127 86.61445739651377 4663.563013877214 7200.0 223200.0 387668.00265457114
20-12-2021 75.229 95.70777226867298 4759.270786145887 7200.0 230400.0 358035.1819709689
21-02-2022 76.833 93.7097340986295 4852.980520244516 7200.0 237600.0 372869.05231194687
19-04-2022 76.113 102.4792085451894 4955.459728789705 7800.0 245400.0 377174.9063373708
20-06-2022 68.745 113.46279729434868 5068.922526084054 7800.0 253200.0 348463.0790556483
19-08-2022 79.112 98.59439781575489 5167.516923899809 7800.0 261000.0 408812.5988835616
19-10-2022 78.339 99.56726534676216 5267.0841892465705 7800.0 268800.0 412618.1083013871
19-12-2022 81.475 95.73488800245475 5362.819077249025 7800.0 276600.0 436935.6843188643
20-02-2023 78.838 98.93706080823969 5461.756138057265 7800.0 284400.0 430593.93041215866
19-04-2023 77.667 100.42875352466298 5562.184891581928 7800.0 292200.0 431998.2139744936
19-06-2023 83.067 93.90010473473221 5656.08499631666 7800.0 300000.0 469834.01238903595
21-08-2023 86.326 90.35516530361653 5746.440161620277 7800.0 307800.0 496067.193392032
19-10-2023 87.152 89.49880668257757 5835.938968302854 7800.0 315600.0 508613.7529655303
19-12-2023 94.019 82.9619544985588 5918.900922801413 7800.0 323400.0 556489.1458608661
19-02-2024 95.672 81.52855589932268 6000.429478700736 7800.0 331200.0 574073.0890862568
19-04-2024 96.492 87.05384902375326 6087.483327724489 8400.0 339600.0 587393.4412587914
19-06-2024 104.159 80.6459355408558 6168.129263265345 8400.0 348000.0 642466.1759324551
19-08-2024 109.612 76.63394518848301 6244.763208453828 8400.0 356400.0 684500.984805041
21-10-2024 110.57 75.96997377227096 6320.733182226099 8400.0 364800.0 698883.4679587397
19-12-2024 108.814 77.19594905067363 6397.929131276773 8400.0 373200.0 696184.2604907507
19-02-2025 101.856 82.46936852026391 6480.3984997970365 8400.0 381600.0 660067.4695953269
17-04-2025 106.324 56.4312855046838 56.4312855046838 6000.0 6000.0 6000.0

Mutual Fund Investors are aware about Systematic Transfer Plan or STP as it is known popularly. What is STP and how it works can be read here Thinking of Lumpsum investments in mutual funds: What about STP. In a normal STP, generally investors can transfer a fixed amount at a fixed frequency from one scheme to another over a period of time. Investors may also be aware that through STP, you can also transfer only the profits made on your investments in a mutual fund scheme to another of the same AMC. For example you have invested in an equity fund and given a mandate to the AMC to transfer the profits, if any, after a period of time at certain intervals. The AMC will check if you have profits in your equity fund and transfer only the profit amount to another scheme which you have chosen while giving the above mandate. The tool Mutual Fund STP Calculator Profit Transfer helps you understand this better.

However, we can try another innovative way of doing STP You can call it STP with Annual increase. The concept is that you can decide to increase the STP amount annually by a certain percentage / or by increasing the fixed amount. This helps you increase the allocation to the transferee every year and benefit by rupee cost averaging. But most of the AMCs do not provide this facility through a standard product. Therefore, if you want to use this innovative option, you should give STP mandate annually by increasing the amount to the extent you want. You can back test the results, by selecting an equity/ hybrid or any aggressive scheme of your choice, input the lump sum investment amount, select the to/ from dates, frequency in which you want to do the STP and a scheme (preferably an aggressive fund) from the same AMC and select the annual increase percentage. You will get the results along with detailed cash flow, returns in XIRR Percentage and the STP amounts which are transferred to the other scheme every month and how it increases every year to the extent of increase you opted for. This method of STP is ideal for investors who want not only a sustainable transfer from their investments but also want to increase their allocation to riskier funds gradually. To get the best results, it is suggested to start with a small STP amount and gradually increase it over the months/ years.

Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.

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